How to create lead scoring rules and view the ranking
Give points for each sign of interest (message, appointment, tag) and check the ranking to see which leads are hottest.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Lead scoring adds points for each event a contact triggers, like sending a message, scheduling an appointment, or receiving a tag. With negative points, you can lower priority. The ranking shows who to reach out to first.
Where to find it in Cognizy
Before you start
- Only the owner, administrators, and managers can change the rules.
Step by step
- Step 1:
Open and click Create Rule.
- Step 2:
Give it a Name, choose the Event (message received, conversation opened, deal created, appointment scheduled, tag added, email or phone provided) and the Points. Use negative points to lower the score. Click Create.
- Step 3:
The rule appears in Scoring Rules. To apply the rules to contacts that already exist, click Recalculate Scores.
- Step 4:
In Lead Ranking, contacts appear from highest score to lowest. Start with the ones at the top.
How to know it worked
Each contact earns points from the rules, which show up in the ranking, in their profile, and in contact and group filters.
If something goes wrong
The ranking stays empty.
Contacts only score when the event happens. Click Recalculate Scores to apply the rules to events that already occurred.
Next step
Create a contact group with your hottest leads.
Sign in with your Cognizy account to save your progress.
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